ACM
ETV

Aviance Capital Management’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Aviance Capital Management’s Portfolio ETV Stock Details ETV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-22,126
Closed -$334K – 230
2016
Q3 		$334K Sell
22,126
-2,463
-10% -$36.6K 0.01% 296
2016
Q2 		$363K Buy
24,589
+11,374
+86% +$168K 0.01% 271
2016
Q1 		$194K Buy
+13,215
New +$188K 0.01% 292

Other funds holding ETV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aviance Capital Management's ETV Position: Q4 2016 in Review

Aviance Capital Management sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2016, closing a stake of 22,126 shares — an estimated $334K sold.

Aviance Capital Management first reported a position in ETV in Q1 2016 and held it in 3 quarters. The position peaked at $363K in Q2 2016. 88 funds tracked by Wall St. Rank hold ETV as of Q4 2016.

  • Aviance Capital Management reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • Aviance Capital Management sold 22,126 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2016, an estimated $334K.
  • Aviance Capital Management first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2016 and held it in 3 quarters.
  • Aviance Capital Management's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $363K in Q2 2016.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2016.

Based on Aviance Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.